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-0.41%
This Month
+25.05%
Year To Date
+51.35%
2 Years
+90.45%
5 Years
+157.68%
10 Years
+16.84%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading52.61%
- 💵 Cash16.01%
- 🛍️ Retail Trade11.34%
- 📊 ETFs10.67%
- 🖥️ Technology Services6.89%
- 💇♀️ Consumer Services2.51%
- 💰 Finance2.27%
- ⛏️ Energy Minerals1.95%
- 🚗 Consumer Durables1.6%
- 🍞 Consumer Non Durables0.67%
- 🏭 Industrial Services0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq46.59%
- 🇺🇸 NYSE36.86%
- 🇬🇧 LSE4.79%
- 🇳🇴 Oslo Stock Exchange0.56%
- 🇮🇹 Borsa Italiana0.51%
- 🇫🇷 Euronext Paris0.5%
- 🇪🇸 Bolsa De Madrid0.31%
- Abu Dhabi0.24%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.72%
- 🇧🇷 Brazil2.85%
- 🇨🇦 Canada2.63%
- 🇹🇼 Taiwan0.95%
- 🇬🇧 United Kingdom0.85%
- 🇨🇳 China0.62%
- 🇳🇴 Norway0.56%
- 🇮🇹 Italy0.51%
- 🇫🇷 France0.5%
- 🇪🇸 Spain0.31%
Dividends
Dividend Yield
0.68%
9 out of 13 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $F (5.04%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MU (BigTech) | Pay Day | Oct 29, 2026 | $0.15 |
 MRVL (BigTech) | Pay Day | Oct 29, 2026 | $0.06 |
 EOG (OilWorldWide) | Pay Day | Oct 30, 2026 | $1.02 |
 TRP (OilWorldWide) | Pay Day | Oct 30, 2026 | $0.65 |
 VLO (OilWorldWide) | Ex-Dividend | Oct 31, 2026 | $1.20 |
 TRGP (OilWorldWide) | Ex-Dividend | Oct 31, 2026 | $1.25 |
 KMI (OilWorldWide) | Ex-Dividend | Nov 3, 2026 | $0.30 |
 OKE (OilWorldWide) | Ex-Dividend | Nov 3, 2026 | $1.07 |
 EQT (OilWorldWide) | Ex-Dividend | Nov 5, 2026 | $0.17 |
 INTC (BigTech) | Ex-Dividend | Nov 7, 2026 | $0.12 |
 LNG (OilWorldWide) | Ex-Dividend | Nov 10, 2026 | $0.56 |
 AAPL (BigTech) | Ex-Dividend | Nov 10, 2026 | $0.27 |
 F | Ex-Dividend | Nov 11, 2026 | $0.15 |
 EXE (OilWorldWide) | Ex-Dividend | Nov 13, 2026 | $0.57 |
 FANG (OilWorldWide) | Ex-Dividend | Nov 13, 2026 | $1.10 |
 EQNR.OL (OilWorldWide) | Ex-Dividend | Nov 13, 2026 | $0.39 |
 ENB (OilWorldWide) | Ex-Dividend | Nov 14, 2026 | $0.71 |
 XOM | Ex-Dividend | Nov 17, 2026 | $1.03 |
XOM (OilWorldWide) | Ex-Dividend | Nov 17, 2026 | $1.03 |
 COP (OilWorldWide) | Ex-Dividend | Nov 17, 2026 | $0.84 |
 PSX (OilWorldWide) | Ex-Dividend | Nov 18, 2026 | $1.27 |
 CVX.US (OilWorldWide) | Ex-Dividend | Nov 19, 2026 | $1.78 |
 MSFT (BigTech) | Ex-Dividend | Nov 20, 2026 | $0.91 |
 AMAT (BigTech) | Ex-Dividend | Nov 20, 2026 | $0.53 |
 NKE | Ex-Dividend | Dec 1, 2026 | $0.41 |
 HAL (OilWorldWide) | Ex-Dividend | Dec 2, 2026 | $0.17 |
 SLB (OilWorldWide) | Ex-Dividend | Dec 2, 2026 | $0.29 |
 GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
 SU (OilWorldWide) | Ex-Dividend | Dec 4, 2026 | $0.44 |
 GOOGL (BigTech) | Ex-Dividend | Dec 4, 2026 | $0.22 |
 OXY (OilWorldWide) | Ex-Dividend | Dec 10, 2026 | $0.26 |
 NVDA (BigTech) | Ex-Dividend | Dec 10, 2026 | $0.25 |
 WMB (OilWorldWide) | Ex-Dividend | Dec 11, 2026 | $0.53 |
 CNQ (OilWorldWide) | Ex-Dividend | Dec 11, 2026 | $0.47 |
 DVN (OilWorldWide) | Ex-Dividend | Dec 15, 2026 | $0.32 |
 CVE (OilWorldWide) | Ex-Dividend | Dec 15, 2026 | $0.16 |
 TSM (BigTech) | Ex-Dividend | Dec 16, 2026 | $0.95 |
 CRM (BigTech) | Ex-Dividend | Dec 17, 2026 | $0.44 |
 META | Ex-Dividend | Dec 21, 2026 | $0.53 |
META (BigTech) | Ex-Dividend | Dec 21, 2026 | $0.53 |
 AVGO (BigTech) | Ex-Dividend | Dec 21, 2026 | $0.65 |
 LRCX (BigTech) | Ex-Dividend | Dec 23, 2026 | $0.26 |
 SOBO | Ex-Dividend | Dec 29, 2026 | $0.00 |
TRP (OilWorldWide) | Ex-Dividend | Dec 29, 2026 | $0.65 |
 DIS | Ex-Dividend | Dec 30, 2026 | $0.75 |
 TTE.PA (OilWorldWide) | Ex-Dividend | Dec 30, 2026 | $1.01 |
 ORCL (BigTech) | Ex-Dividend | Jan 9, 2027 | $0.50 |
MRVL (BigTech) | Ex-Dividend | Jan 9, 2027 | $0.06 |
MU (BigTech) | Ex-Dividend | Jan 14, 2027 | $0.15 |
EOG (OilWorldWide) | Ex-Dividend | Jan 16, 2027 | $1.02 |
 BABA (BigTech) | Ex-Dividend | Jun 11, 2027 | $1.05 |
Performance Metrics
Score 6.3/10
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.44
1.44
0
1
2
3
3
Jensen's Alpha
1.84
1.84
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.44
1.44
0
1
2
3
3
Jensen's Alpha
1.84
1.84
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
20.97
High:META
27.95METALow:F
-7.02FDetails
PEG Ratio
0.53
High:NKE
2.39NKELow:GOOG
0.15GOOGDetails
Price/Book
5.21
High:META
7.24METALow:F
1.44FDetails
Price/Sales
4.17
High:GOOG
9.48GOOGLow:F
0.26FDetails
Price/CF
14.98
High:GOOG
23.42GOOGLow:F
3.27FDetails
Price/FCF
103.33
High:NKE
947.69NKELow:
NU
7.15NUDetails
P/E Ratio
20.97
High:META
27.95METALow:F
-7.02FDetails
PEG Ratio
0.53
High:NKE
2.39NKELow:GOOG
0.15GOOGDetails
Price/Book
5.21
High:META
7.24METALow:F
1.44FDetails
Price/Sales
4.17
High:GOOG
9.48GOOGLow:F
0.26FDetails
Price/CF
14.98
High:GOOG
23.42GOOGLow:F
3.27FDetails
Price/FCF
103.33
High:NKE
947.69NKELow:NU
7.15NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.33% | Apr 2022 | Jul 2023 | 15 |
-10.59% | Feb 2025 | Jun 2025 | 4 |
-7.31% | Aug 2023 | Dec 2023 | 4 |
-5.1% | Sep 2021 | Mar 2022 | 6 |
-4.08% | Apr 2024 | Jun 2024 | 2 |
-3.52% | Jun 2026 | Sep 2026 | 3 |
-3.46% | Feb 2026 | Apr 2026 | 2 |
-3.23% | Feb 2021 | Mar 2021 | 1 |
-2.92% | Sep 2020 | Nov 2020 | 2 |
-1.92% | Nov 2025 | Jan 2026 | 2 |
-1.66% | Jul 2024 | Sep 2024 | 2 |
-1.05% | Dec 2024 | Jan 2025 | 1 |
-0.63% | May 2021 | Jul 2021 | 2 |
-0.41% | Oct 2026 | - | 1 |